Amanda Harvey is a CFP-designated registered investment advisor at Uplevel Wealth, based in Portland, OR, with 12 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 41 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable. When a sub-advisor is used, the above fee schedule does not include the sub-advisor’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management. Dimensional Fund Advisors LP (DFA): Annual fees to be paid directly to Sub-adviser for each account and will be 0.29% of the average daily value of the account assets under management by Sub-adviser, paid quarterly, in arrears.
Fee Estimator
Location
500 SW 116th Ave, Suite 118, Portland, OR, 97225
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Uplevel Wealth
Previous Registrations
Vista Capital Partners, INC.
Deschutes Portfolio Strategy, LLC
Brandes Investment Partners, LP
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.